See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,879 | $75,828-84.3% | $147,614-92.0% | $59,632-80.1% |
| Participation rate | 44.4% | 71.6%-27.1pp | 84.6%-40.2pp | 68.7%-24.2pp |
| Annual return | -0.48% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $705 | $3,485-79.8% | $5,564-87.3% | $2,203-68.0% |
| Participant deferral / active EE | $1,679 | $3,130-46.4% | $4,895-65.7% | $3,192-47.4% |
| Admin fee / account holder | $752 | $5,985-87.4% | $11,611-93.5% | $4,297-82.5% |